Specialized Services for High Net Worth Individuals.
Individual and family wealth often goes hand-in-hand with the evolving need for specialized services.
Your situation is unique and so too should be the advice you are given. From navigating intricate tax and asset protection strategies, to developing financial, estate and giving plans, our team is highly specialized in serving high net worth individuals. You’ve worked hard for your money and we’re here to help you protect it.
Our team is proud to work alongside our clients as trusted advisors providing personalized and integrated services geared towards setting up future generations for success. We strive to understand your unique needs so we can create a plan specific to you.
Have you heard about The Great Reconsideration? If not, it’s a real thing, and it’s something you need to evaluate if you’re closing in on retirement or thinking about doing so early.
The U.S. House of Representatives recently passed Securing a Strong Retirement Act, H.R. 2954, also called the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0. This bill enhances rules beyond those established by SECURE Act 1 of 2019....
If you are a partner in a partnership or a shareholder in an S Corporation, did your entity consider a pass-through entity tax (PTET) election as part of its 2021 year-end planning? Hopefully, you answered “yes.” Are you doing business in a state that does not allow...